Abacus Wealth Partners, LLC

Abacus Wealth Partners is a fee-only™ fiduciary financial advisory and investment management firm with offices on the East and West Coast including Philadelphia, Los Angeles, and the San Francisco Bay Area and advisors across the country.

Our innovative financial planning process and evidence-based investment strategy have helped thousands of clients to stop worrying about their finances and experience financial freedom. We do this by:

  • Combining financial analysis with emotionally intelligent insights about where you are and where you want to be.
  • Creating a comprehensive financial plan that supports your goals.
  • Developing an investment strategy that's aligned with your values and supports your dreams.
  • Providing actionable advice that gives you meaning and purpose around your money.

Find ease in your financial life and free up your time and energy for what matters most. Visit our website and learn what to expect when working with Abacus Wealth Partners.

Gain peace of mind and confidence in your financial future. Schedule a call with an Abacus financial advisor today and start your journey to financial freedom.

Our Purpose & Impact

Our mission is to expand what’s possible with money. This includes expanding the social and environmental impact of the money we manage, aligning our clients' values and money, and expanding access for those historically excluded from sound financial advice and economic sufficiency.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at Other Firm Offices

Associates at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

21900 Willamette Drive Suite 210 West Linn, OR 97068 Phone: (503) 928-4412

Primary Office

429 Santa Monica Blvd Ste 500 Santa Monica, CA 90401-3443 Phone: (310) 566-1888 Fax: (310) 566-1899

Other Offices

973 Laurel Street San Carlos, CA 94070 Phone: (650) 243-0987
Call for Appointment Charlotte, NC 28204-2725 Phone: (888) 422-2287
Call for an Appointment Sioux Falls, SD 57105 Phone: (424) 229-6775
21900 Willamette Drive Suite 210 West Linn, OR 97068 Phone: (503) 928-4412
101 S Main St Sebastopol, CA 95472-4258 Phone: (707) 829-6190
40 E. Montgomery Avenue Ardmore, PA 19003 Phone: (215) 656-4280 Fax: (215) 656-4281